New Feature - Packages

[gracecrystalpm]

Would you like to be able to auto fill the lens selection side with one click of a button? If your answer is yes, you will love this feature!

What it does:
You can create different packages (example Silver SV Package to include a specific type of AR, Poly or Trivex) and it will automatically put them into an optical order. 

How to set it up:
1. Go to Admin
2. Defaults
3. Frame page defaults
4. Click on packages tab
5. Add a value (example: Silver SV package)
6. Edit that value - Edit item
7. Apply all the lens options that go with this package from the drop downs.
8. Save

How to use it:
1. Go create a new order
2. click on packages and choose the package


Happy Hump Day!

Grace

crystalpm.com/training/frame%20order%20packages.pdf

[KizerOpt]

Trying it out and playing with the frame page defaults, I notice the Lens Type does not move up and down in the list. I can sort alpha, but that's all.

Karen

[kd]

We love the new packages tab!

[annew]

Thank you! Love this feature!

[mesquite]

Can we use the package feature when creating invoices as well?

[Kathy Rudolf, O.D.]

We're trying to figure out the best way to set this up when it comes to invoicing. We have about 30 lens packages/bundles as well as frame/lens packages that are discounted when the patient purchases the package versus a la carte. (such as Digital Phoenix lens with EX3 AR coating, or Costa sunglass lens bundles). Any suggestions on how to set this up for invoicing? We've been invoicing it as a "package" line item (v2799) (ex: $108) and all of the other lines (SV, AR, etc) were $0, but then that created problems for insurance billing (especially if the pt is submitting to their insurance for reimbursement). An option we thought of would be to just add the discount at the end, but then the opticians would need to calculate the discount each time?